Mary
Goddard

Sprott Asset Management Usa Inc

CRD#1640634
Investment Advisor
in Carlsbad, CA

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About this Advisor

Mary Goddard is an investment advisor whose office is in Carlsbad, California. Currently an investment advisor with Sprott Asset Management Usa Inc, they have accumulated a notable 25 years of experience as an investment advisor. Goddard holds Series 63 and Series 66 licenses, certifying the advisor as a securities agent. Goddard can advise clients based out of California and Texas. Throughout their career, they have worked at Global Resource Investments, LTD and Sprott Asset Management Inc (Former: Terra Res. Inv. Mng. Inc). Sprott Asset Management Usa Inc is based out of Carlsbad, California, and operates out of three other locations across the nation. Overall, Sprott Asset Management Usa Inc manages $132 million in assets covering 588 accounts and retains 27 staff members. The level of assets currently under the firm's management places it among the mid-sized firms in the country. The firm manages 587 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 19% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Sprott Asset Management Usa Inc provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

26 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

1910 Palomar Point Way Suite 200
Carlsbad, CA 92008

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Sprott Asset Management Usa Inc Brokerage Details

Total Assets Under Management

$131,562,266

CA Average: $7,578,581,321
Total Number of Employees

27

CA Average: 43
Total Number of Accounts

588

CA Average: 3,727
Average Account Size

$223,745

CA Average: $2,033,427

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Mary Goddard Work History

Mary has 26 years of experience.

2006 - Present (14 years)

Sprott Asset Management Inc (Former: Terra Res. Inv. Mng. Inc)

1994 - Present (26 years)

Global Resource Investments, LTD

Disclosures

Mary Goddard has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sprott Asset Management Usa Inc

Matthew Harrison
Toronto,
John Barker
Carlsbad, CA
Christian Vom Dorp
Carlsbad, CA
Anthony Bevilaqua
Carlsbad, CA
Colin Morrison
Carlsbad, CA
Jessica Randhawa
Carlsbad, CA
Cameron Wadsworth
Carlsbad, CA
Kenton Toews
Carlsbad, CA

This content was compiled from the SEC and FINRA.

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